EstatePlanning.com
Video Testimonials
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Topic: Growing Practice Revenue
Perspective: Established Estate Planner There is no other organization like WealthCounsel. The benefits to me have been a gross income increase by 75% after one year. The system allows us to practice more efficiently. Jim Voeller, JD San Antonio, TX |
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Topic: Total Practice Solution Perspective: Established Estate Planner I was looking for three things when I started my practice. First, I needed a production assistant that would produce quality documents in an efficient manner. Second, I needed education that was pin pointed to my practice so I could impact the bottom line. Third, I wanted a marketing system to get my clients to the point to say “Yes.” I found all three with WealthCounsel. My income and practice has grown each year. Richard Roller, JD Bettendorf, IA |
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Topic: Practice Development / Getting Up To Speed Quickly Perspective: Transitioning Attorney I feel like I've done the impossible by joining WealthCounsel. As a transitioning attorney, I wanted to get up to speed with the legal-technical field of estate planning and get my practice developed in the fastest possible way. When I was getting into estate planning, I didn't know much about it. There is so much to know. The quality was amazing. I was able to co-counsel on my initial cases. Natalia Kabbe, JD Naperville, IL |
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Topic: Document Drafting Efficiency Perspective: Established Estate Planner The WealthCounsel document system is extraordinary. You can put documents together quickly and spend more time with the client. People have come back to me and complimented me on my documents. You will accelerate your practice and will produce top notch documents in no time. Bruce Iden, JD Miramar, FL |
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Topic: Document Drafting Efficiency / Education Perspective: Established Estate Planner WealthCounsel provides the best estate planning software. It has the most options, is very user friendly, and provides everything from fundamental estate planning to advanced techniques. WealthCounsel also has great education with world-class speakers who teach us new, cutting-edge techniques. Christine Weiner, JD Newport Beach, CA |
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Topic: Education Perspective: Established Estate Planner WealthCounsel offers not just technical-legal education, but also very practical education. You can learn live, in-person, or you can get education online. You can learn the way you want to learn in the method that works best for you. I am a WealthCounsel educator as well as a student, and I highly recommend it. Merrell Bailey, JD Maitland, FL |
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Topic: Education / Strategy Perspective: Established Estate Planner I can’t imagine my practice without WealthCounsel. All of the education events are fantastic. They give you the technical-legal information you need and also the strategies and tools that you can implement immediately. I love WealthCounsel and I’ll never leave. Teresa Nuccio, JD Park Ridge, IL |
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Topic: Importance of Community Perspective: Newer Attorney I joined WealthCounsel when I was starting my estate planning practice. Everything I learned is from WealthCounsel. The documents are great, but the real reason why I continue to be a member is for the community of other attorneys who share my vision and are always there for each other. It’s like being a member of a large law firm. David Hiersekorn, JD Newport Beach, CA |
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Topic: Community and Collegiality Perspective: Established Attorney When you go to a WealthCounsel conference, you can put a face to the name. You develop relationships and collegiately that allows for there to be even more community and group participation. Jerry Chasen, JD Miami, FL |
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Topic: Software Support Responsiveness Perspective: Established Estate Planner One of the great things about WealthCounsel is the software support. I am not a computer expert. The people at WealthCounsel are very responsive and are always there for you. Bruce Iden, JD Miramar, FL |
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Topic: Education / Symposium Perspective: Established Estate Planner WealthCounsel provides wonderful opportunities when it comes to continuing legal education. The annual symposium provides many opportunities to learn specific issues and brush up on other areas you practice. Throughout the year, they offer other seminars and webinars and it makes it easy to meet your continuing legal education requirements through WealthCounsel. Bruce Iden, JD Miramar, FL |
Audio Testimonials
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WealthCounsel is led by an experienced and dedicated team of professionals. WealthCounsel arms its members with superb software, excellent education, and a sense of collegiality that is unsurpassed. Wayne Walston, JD Warsaw, IN  Listen |
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The software is so flexible that the most advanced estate planning attorney can use it. There are safeguards in the software for the new estate planning attorney. David Harowitz, JD Tempe, AZ Listen |
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WealthCounsel has an amazing community environment. It feels like I'm not a solo practitioner. Natalia Kabbe, JD Naperville, IL Listen |
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Having an organization like WealthCounsel has allowed me to have a state-of-the-art practice in a very small community. Carol Gonnella, JD Jackson, WY Listen |
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WealthCounsel has helped me be more profitable. Income has quadrupled since joining. Scott Makuakane, JD Honolulu, HI Listen |
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We have worked with other companies and never received quality software support until we joined. Stephen Dale, JD Walnut Creek, CA Listen |
Written Testimonials
Download all Written Testimonials (.pdf)
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I'm a new member, but my investment in WealthCounsel has already paid for itself with a client from my online profile! Thank you, WealthCounsel. Frederic Burr, JD Louisville, KY |
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I joined in November 2004. I created my first plan with WealthDocx in March 2005. I have never looked back and I have never regretted joining. Jennifer Thaete, JD Livermore, CA |
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I purchased and listened the Stand Alone Retirement Trusts two-day seminar conducted by Lew Dymond and Tom Ray. I was so relieved to have those answers! For the last 10 years, I have been looking for the solutions for clients with large retirement assets, knowing the trend is for these plans to just get bigger and become a bigger part of clients’ estates. I have been to two of Natalie Choate’s seminars, and of course I always purchase her most recent book. But WealthCounsel is really the first comprehensive drafting solution I’ve encountered. I was so happy I could’ve cried! And the SRT seminar was outstanding. Thanks much for your help. It’s really true that although I have been doing estate planning for the last 18 years for clients with up to approximately $6 million net worth, WealthCounsel has really kicked my practice up a couple of levels. The education is unparalleled. Jennifer L.J. Gilk, JD Redwood Falls, MN |
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WealthCounsel provides practitioners with outstanding document-drafting software, frequent educational opportunities on and offline, as well as a pretty remarkable spirit of camaraderie. This last benefit is best evidenced within the several listservs that enable practitioners to exchange ideas on topics ranging from the law and general practice to technology and state-specific issues. Scott R. Zucker, JD Annandale, VA  "In Appreciation" (full blog post) |
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When I look back a few months, I was asking, "Can I afford to join?" In retrospect, the better question is, "Can I afford not to join?" Glenn Matecun, JD Howell, MI |
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Largely due to the WealthDocx application, I had a record year in 2010 with estate planning, We knocked it out of the park! R. Clancy Parks, JD Springfield, MO |
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I can easily say I could not provide the level of service or quality of planning without WealthCounsel. Joining several years ago was the best decision. Mark Biernath, JD Atlanta, GA |